Senior Financial Planner — Holistic Wealth & Legacy
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-08-04
Listing for:
RockBridge Search & Recruitment
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Rock Bridge Search & Recruitment in Houston, TX seeks a seasoned Financial Planner to guide individuals, families, and business owners through retirement, investments, and estate planning. You will act as a trusted advisor, building lasting client relationships and delivering wealth strategies beyond numbers.
The ideal candidate holds a Finance-related degree, 5+ years in wealth management or private banking, and FINRA licenses.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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